Report Email Batches

Presented by Barry Kroeker [21 minutes]

Describes Report E-Mail Batch Setup for EnergyCAP Enterprise Release 6. Includes discussion of Batch creation, Distribution List creation, the Email Wizard, report filter and output options, e-mail import format, and report task configuration.

»The tech videos in this library apply to EnergyCAP Enterprise and Express only. There is a separate video library for EnergyCAP Professional.

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  1. Overview
  2. Batch Creation
  3. Adding Reports to a Batch
  4. Creating a Distribution List
  5. Linking Lists and Batches
  6. Scheduling Delivery
  7. Setting Up the External Report Task